Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Carson Launches AI Advisor Assistant ‘Steve’
By John ManganaroThe chatbot helps advisors find information faster and with more confidence, says Chief Strategy Officer Dani Fava.
May 06, 2025
World's 15 Richest Women: Forbes, 2025About 13% of the planet's billionaires are female, the magazine reports.
May 01, 2025
Carson Group Names Women in Wealth Management Award WinnersCarson Group honored eight female wealth management pros and a male ally.
April 23, 2025
Robinhood's New Robo Takes Cues From High-Touch Wealth Management"I felt there was a gap in the market," says Stephanie Guild, a J.P. Morgan Private Bank veteran.
April 22, 2025
Female Investors Are Disciplined, Patient and Willing to Take Risks: SurveyThey are prepared to play the long game to realize potential returns, a new Schwab report found.
April 04, 2025
Christine Benz: How Tariffs Could Hit Clients' Cash FlowsAdvisors should talk to clients about liquidity, inflation and repositioning assets if necessary, the strategist says.
April 04, 2025
Advisors Have Options as RIA Deal Wave Powers ForwardRecruiter Jeff Nash discusses trends in retention deals, supported independence and the benefits of switching BDs.
April 03, 2025
Schwab's Sonders: Bear Market Possible if Tariffs StickThe aggressive trade policy also raise recession chances, the investment strategist notes.